Icon Wealth Partners’s CDK Global, Inc. CDK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-1,011
| Closed | -$59K | – | 840 |
|
2019
Q1 | $59K | Buy |
+1,011
| New | +$59K | 0.02% | 320 |
|
2018
Q3 | – | Sell |
-726
| Closed | -$47K | – | 772 |
|
2018
Q2 | $47K | Buy |
+726
| New | +$47K | 0.02% | 401 |
|
2018
Q1 | – | Sell |
-351
| Closed | -$25K | – | 791 |
|
2017
Q4 | $25K | Buy |
+351
| New | +$25K | 0.01% | 567 |
|